DCI vs. AME

Last updated Apr 1, 2026

Compare and contrast key facts about Donaldson Company, Inc. (DCI) and AMETEK, Inc. (AME).

Performance

DCI vs. AME - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Donaldson Company, Inc. (DCI) and AMETEK, Inc. (AME). The values are adjusted to include any dividend payments, if applicable.

DCI vs. AME - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DCI Donaldson Company, Inc.	-4.01%	33.71%	4.62%	12.80%	0.96%	7.56%	-1.41%	34.98%	-9.95%	18.17%
AME AMETEK, Inc.	4.57%	14.66%	10.01%	18.81%	-4.33%	22.32%	22.19%	48.27%	-5.89%	49.98%

Fundamentals

Market Cap DCI : $10.01B AME : $49.38B
EPS DCI : $3.19 AME : $6.40
PE Ratio DCI : 26.58 AME : 33.48
PEG Ratio DCI : 3.08 AME : 3.12
PS Ratio DCI : 2.68 AME : 6.70
PB Ratio DCI : 6.35 AME : 4.22
Total Revenue (TTM) DCI : $3.75B AME : $7.40B
Gross Profit (TTM) DCI : $1.29B AME : $1.95B
EBITDA (TTM) DCI : $596.10M AME : $2.10B

Returns By Period

In the year-to-date period, DCI achieves a -4.01% return, which is significantly lower than AME's 4.57% return. Over the past 10 years, DCI has underperformed AME with an annualized return of 12.01%, while AME has yielded a comparatively higher 16.42% annualized return.

DCI

• 1D: 2.74%
• 1M: -8.51%
• YTD: -4.01%
• 6M: 4.30%
• 1Y: 28.40%
• 3Y*: 10.78%
• 5Y*: 9.22%
• 10Y*: 12.01%

AME

• 1D: 2.87%
• 1M: -10.25%
• YTD: 4.57%
• 6M: 14.38%
• 1Y: 25.34%
• 3Y*: 14.57%
• 5Y*: 11.47%
• 10Y*: 16.42%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

DCI vs. AME — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DCI

DCI Risk / Return Rank: 72
DCI Sharpe Ratio Rank: 76
DCI Sortino Ratio Rank: 70
DCI Omega Ratio Rank: 73
DCI Calmar Ratio Rank: 66
DCI Martin Ratio Rank: 74

AME

AME Risk / Return Rank: 76
AME Sharpe Ratio Rank: 77
AME Sortino Ratio Rank: 73
AME Omega Ratio Rank: 70
AME Calmar Ratio Rank: 77
AME Martin Ratio Rank: 82

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DCI vs. AME - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Donaldson Company, Inc. (DCI) and AMETEK, Inc. (AME). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	DCI	AME	Difference
Sharpe ratio Return per unit of total volatility	1.02	1.09	-0.07
Sortino ratio Return per unit of downside risk	1.54	1.70	-0.16
Omega ratio Gain probability vs. loss probability	1.23	1.21	+0.02
Calmar ratio Return relative to maximum drawdown	1.13	1.96	-0.83
Martin ratio Return relative to average drawdown	4.07	6.41	-2.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DCI vs. AME - Sharpe Ratio Comparison

The current DCI Sharpe Ratio is 1.02, which is comparable to the AME Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of DCI and AME, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DCI	AME	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.02	1.09	-0.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.40	0.54	-0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.47	0.68	-0.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.48	+0.03

Correlation

The correlation between DCI and AME is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

DCI vs. AME - Dividend Comparison

DCI's dividend yield for the trailing twelve months is around 1.41%, more than AME's 0.59% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DCI Donaldson Company, Inc.	1.41%	1.32%	1.57%	1.50%	1.55%	1.47%	1.50%	1.42%	1.73%	1.45%	1.65%	2.36%
AME AMETEK, Inc.	0.59%	0.60%	0.62%	0.61%	0.63%	0.54%	0.60%	0.56%	0.83%	0.50%	0.74%	0.67%

Drawdowns

DCI vs. AME - Drawdown Comparison

The maximum DCI drawdown since its inception was -56.90%, which is greater than AME's maximum drawdown of -53.31%. Use the drawdown chart below to compare losses from any high point for DCI and AME.

Drawdown Indicators

	DCI	AME	Difference
Max Drawdown Largest peak-to-trough decline	-56.90%	-53.31%	-3.59%
Max Drawdown (1Y) Largest decline over 1 year	-25.08%	-13.57%	-11.51%
Max Drawdown (5Y) Largest decline over 5 years	-32.20%	-27.06%	-5.14%
Max Drawdown (10Y) Largest decline over 10 years	-42.72%	-42.72%	0.00%
Current Drawdown Current decline from peak	-23.03%	-11.08%	-11.95%
Average Drawdown Average peak-to-trough decline	-11.03%	-11.94%	+0.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.97%	4.15%	+2.82%

Volatility

DCI vs. AME - Volatility Comparison

The current volatility for Donaldson Company, Inc. (DCI) is 7.16%, while AMETEK, Inc. (AME) has a volatility of 7.85%. This indicates that DCI experiences smaller price fluctuations and is considered to be less risky than AME based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DCI	AME	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.16%	7.85%	-0.69%
Volatility (6M) Calculated over the trailing 6-month period	20.67%	16.04%	+4.63%
Volatility (1Y) Calculated over the trailing 1-year period	28.08%	23.36%	+4.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.32%	21.31%	+2.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.86%	24.38%	+1.48%

Financials

DCI vs. AME - Profitability Comparison

The chart below illustrates the profitability comparison between Donaldson Company, Inc. and AMETEK, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

DCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported a gross profit of 299.80M and revenue of 896.30M. Therefore, the gross margin over that period was 33.5%.

AME - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, AMETEK, Inc. reported a gross profit of 0.00 and revenue of 2.00B. Therefore, the gross margin over that period was 0.0%.

DCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported an operating income of 118.70M and revenue of 896.30M, resulting in an operating margin of 13.2%.

AME - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, AMETEK, Inc. reported an operating income of 505.48M and revenue of 2.00B, resulting in an operating margin of 25.3%.

DCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Donaldson Company, Inc. reported a net income of 92.50M and revenue of 896.30M, resulting in a net margin of 10.3%.

AME - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, AMETEK, Inc. reported a net income of 398.60M and revenue of 2.00B, resulting in a net margin of 20.0%.